Comgest Global Investors S.A.S. holds a focused book of 55 reported positions worth $4.5B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Broadcom Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 11% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Comgest Global Investors S.A.S.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 14 / 55 | $646.7M |
| Voyager Global Management LP | 7 / 55 | $3.5B |
| Hoffman, Alan N Investment Management | 6 / 55 | $155.2M |
| Ketron Financial | 14 / 55 | $271.5M |
| Greenbrier Partners Capital Management, LLC | 8 / 55 | $1.1B |
| Draper Asset Management, LLC | 8 / 55 | $162.6M |
| Explore Capital Management, LLC | 8 / 55 | $90.9M |
| Atmos Capital Gestao De Recursos Ltda. | 11 / 55 | $654.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Comgest Global Investors S.A.S.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $482.6M | 1.01M | 10.6% | ▼−21% Reduced · −270K sh | |
| 2 | Alphabet Inc CAP STK CL A | $373.6M | 1.05M | 8.2% | ▼−7.7% Reduced · −87K sh | |
| 3 | Johnson & Johnson COM | $327.5M | 1.29M | 7.2% | ▼−4.1% Reduced · −55K sh | |
| 4 | Visa Inc COM CL A | $316.5M | 922.4K | 7.0% | ▼−3.9% Reduced · −37K sh | |
| 5 | Amazon Com Inc COM | $304.4M | 1.28M | 6.7% | ▲+9.1% Added · +107K sh | |
| 6 | Aon PLC SHS CL A | $272.1M | 820.3K | 6.0% | ▲+30% Added · +192K sh | |
| 7 | Linde PLC SHS | $266.3M | 513.1K | 5.9% | ▼−0.9% Reduced · −5K sh | |
| 8 | Microsoft Corp COM | $246.5M | 660.9K | 5.4% | ▼−22% Reduced · −191K sh | |
| 9 | S&P Global Inc COM | $179.2M | 440.0K | 3.9% | ▼−18% Reduced · −99K sh | |
| 10 | Cintas Corp COM | $178.4M | 1.05M | 3.9% | ▲+45% Added · +328K sh | |
| 11 | Nvidia Corporation COM | $138.9M | 694.4K | 3.1% | ▲+95% Added · +338K sh | |
| 12 | Idexx Labs Inc COM | $138.2M | 262.6K | 3.0% | ▲+19% Added · +42K sh | |
| 13 | Eli Lilly & Co COM | $132.0M | 110.0K | 2.9% | ▼−16% Reduced · −21K sh | |
| 14 | American Express Co COM | $128.8M | 380.9K | 2.8% | ▲+7.0% Added · +25K sh | |
| 15 | Verisk Analytics Inc COM | $110.0M | 612.9K | 2.4% | ▼−23% Reduced · −182K sh | |
| 16 | Mercadolibre Inc COM | $98.9M | 58.3K | 2.2% | ▼−13% Reduced · −9K sh | |
| 17 | Motorola Solutions Inc COM NEW | $98.5M | 237.2K | 2.2% | ▲+60% Added · +89K sh | |
| 18 | Spotify Technology S A SHS | $83.4M | 181.7K | 1.8% | ▼−16% Reduced · −33K sh | |
| 19 | Uber Technologies Inc COM | $75.3M | 1.04M | 1.7% | ▼−4.1% Reduced · −44K sh | |
| 20 | Netflix Inc. COM | $65.6M | 919.0K | 1.4% | ▲+17% Added · +136K sh | |
| 21 | Apple Inc COM | $58.5M | 202.3K | 1.3% | ▲+1.3% Added · +3K sh | |
| 22 | Broadcom Inc COM | $54.5M | 144.2K | 1.2% | ▲New New position | |
| 23 | Intuitive Surgical Inc COM NEW | $50.2M | 126.2K | 1.1% | ▲New New position | |
| 24 | Analog Devices Inc COM | $46.0M | 115.9K | 1.0% | ▼−16% Reduced · −22K sh | |
| 25 | Oracle Corp COM | $30.7M | 209.2K | 0.7% | ▼−70% Reduced · −478K sh | |
| 26 | Vulcan Matls Co COM | $28.9M | 97.9K | 0.6% | ▼−18% Reduced · −22K sh | |
| 27 | Stryker Corporation COM | $28.2M | 89.7K | 0.6% | ▼−15% Reduced · −15K sh | |
| 28 | Makemytrip Limited Mauritius SHS | $25.9M | 486.1K | 0.6% | ▼−1.0% Reduced · −5K sh | |
| 29 | Costco Wholesale Corporation COM | $24.5M | 26.1K | 0.5% | ▼−5.0% Reduced · −1K sh | |
| 30 | Meta Platforms Inc CL A | $24.3M | 43.1K | 0.5% | ▼−9.9% Reduced · −5K sh | |
| 31 | Service Corp Intl COM | $22.7M | 298.6K | 0.5% | ▼−28% Reduced · −116K sh | |
| 32 | Nu Hldgs Ltd ORD SHS CL A | $18.0M | 1.35M | 0.4% | ▲New New position | |
| 33 | Mastercard Incorporated CL A | $14.1M | 27.4K | 0.3% | ▼−22% Reduced · −8K sh | |
| 34 | Ferguson Enterprises Inc COMMON STOCK NEW | $14.0M | 58.8K | 0.3% | ▼−19% Reduced · −14K sh | |
| 35 | Fastenal Co COM | $12.8M | 266.5K | 0.3% | ▲+16% Added · +37K sh | |
| 36 | HDFC Bank Ltd SPONSORED ADS | $10.6M | 411.7K | 0.2% | ▼−16% Reduced · −77K sh | |
| 37 | Msci Inc COM | $9.9M | 17.7K | 0.2% | ▲+0.6% Added · +111 sh | |
| 38 | United Rentals Inc COM | $7.2M | 6.3K | 0.2% | ▼−9.8% Reduced · −689 sh | |
| 39 | Booking Holdings Inc COM | $7.1M | 39.6K | 0.2% | ▲22× Added · +38K sh | |
| 40 | Yum China Hldgs Inc COM | $6.7M | 163.4K | 0.1% | ▼−3.3% Reduced · −6K sh | |
| 41 | Copart Inc COM | $5.7M | 203.7K | 0.1% | ▼−17% Reduced · −42K sh | |
| 42 | Amphenol Corp CL A | $4.6M | 26.2K | 0.1% | ▲New New position | |
| 43 | Kanzhun Limited SPONSORED ADS | $4.4M | 345.4K | 0.1% | —Held | |
| 44 | Hilton Worldwide Hldgs Inc COM | $4.0M | 12.2K | 0.1% | ▼−23% Reduced · −4K sh | |
| 45 | PDD Holdings Inc SPONSORED ADS | $3.1M | 41.0K | 0.1% | ▼−26% Reduced · −15K sh | |
| 46 | Icici Bank Limited ADR | $2.3M | 78.2K | <0.1% | ▲+34% Added · +20K sh | |
| 47 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $2.2M | 69.6K | <0.1% | ▲+98% Added · +34K sh | |
| 48 | Qualcomm Inc COM | $2.0M | 10.6K | <0.1% | ▲New New position | |
| 49 | Becton Dickinson & Co COM | $1.9M | 12.3K | <0.1% | ▼−73% Reduced · −33K sh | |
| 50 | Walmart Inc COM | $1.4M | 12.7K | <0.1% | ▼−28% Reduced · −5K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show COMGEST GLOBAL INVESTORS S.A.S.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 55 | $4.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 52 | $4.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 55 | $5.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 60 | $5.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 64 | $5.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 62 | $5.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 60 | $6.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 63 | $7.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 32d | 66 | $7.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 7, 2024 | 37d | 66 | $7.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 63 | $6.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 38d | 65 | $5.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 24, 2023 | 24d | 66 | $6.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 66 | $5.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | May 15, 2023 | 135d | 62 | $4.5B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | May 15, 2023 | 227d | 61 | $4.5B | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | May 15, 2023 | 319d | 61 | $5.1B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 15, 2023 | 410d | 62 | $6.4B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 62 | $7.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 2, 2021 | 33d | 62 | $7.6B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.